Mccomsey Asset Management, LLC (Los Angeles)


Mccomsey Asset Management, LLC is an adviser based in Los Angeles. It manages $54.38 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.

Mccomsey Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccomsey Asset Management: assets under management

The assets under management (AUM) of Mccomsey Asset Management, LLC is $54.38 million. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.06 million in discretionary accounts and $5.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $545.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $156.42 thousand.
Mccomsey Asset Management has custody of $4.31 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccomsey Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Mccomsey Asset Management, LLC performs its advisory services is located at 11400 W. Olympic Blvd., Los Angeles, CA 90064, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-473-7100 or by fax 310-473-2400. The normal business hours are 8 am - 4pm on Monday - Friday.

Registered investment advisers similar to Mccomsey Asset Management, LLC